Before you begin:

  • Make sure your Freshsales integration is set up. 
  • You should have at least one filter in Freshsales that includes the Leads you want to import to Klenty.

To import prospects from Freshsales:

  1. In Klenty, go to Prospects -> Add Prospects -> Freshsales.
  2. Select the Freshsales Filter to be imported from the drop-down.
  3. You can add the prospects to an existing Tag/List or create a new Tag/List and click on Import.

The filter will then be displayed under Import History where you can:

  • Toggle on Auto import to automatically add prospects to Klenty when the selected filter is updated in Freshsales. (Note: we check your Freshsales filter for updates every 30 minutes.)
  • To import leads from this filter immediately, click on Import Now.

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